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Chevron

2,394 hedge funds and large institutions have $158B invested in Chevron in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,119 increasing their positions, 909 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 84

23% more repeat investments, than reductions

Existing positions increased: 1,119 | Existing positions reduced: 909

19% more call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.36B

1% more capital invested

Capital invested by funds: $156B → $158B (+$1.41B)

0% less funds holding

Funds holding: 2,3972,394 (-3)

0.14% less ownership

Funds ownership: 66.88%66.73% (-0.14%)

10% less funds holding in top 10

Funds holding in top 10: 183165 (-18)

Holders
2,394
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
51.99%
Holding in Top 10
165
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-9.84%
% of All Funds
3.58%
New
114
Increased
1,119
Reduced
909
Closed
84
Calls
$1.62B
Puts
$1.36B
Net Calls
+$262M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2226
Pure Financial Advisors
California
$226K +$219K +1,814 New
BWM
2227
BT Wealth Management
Georgia
$225K
TVAMP
2228
Tennessee Valley Asset Management Partners
Tennessee
$224K +$363 +3 +0.2%
RSWM
2229
Robertson Stephens Wealth Management
California
$224K +$218K +1,800 New
EWA
2230
ERTS Wealth Advisors
Michigan
$220K
PM
2231
Penbrook Management
New York
$220K
BRA
2232
Bender Robert & Associates
California
$218K -$3.63K -30 -2%
HFA
2233
Huber Financial Advisors
Illinois
$218K
LSCM
2234
LaSalle Street Capital Management
Illinois
$218K
QCIG
2235
Quad-Cities Investment Group
Iowa
$218K +$4.11K +34 +2%
WAM
2236
Wakefield Asset Management
Colorado
$218K +$212K +1,750 New
MS
2237
Mizuho Securities
Japan
$217K +$128K +1,060 +156%
MC
2238
Miramar Capital
Illinois
$215K
RCA
2239
Reitz Capital Advisors
Michigan
$215K
KM
2240
Kalos Management
Georgia
$214K +$17.8K +147 +9%
MA
2241
MONECO Advisors
Connecticut
$213K -$25.9K -214 -11%
EMG
2242
Ellington Management Group
Connecticut
$212K -$193K -1,600 -48%
DWM
2243
Dorchester Wealth Management
Quebec, Canada
$212K -$2.18K -18 -1%
EM
2244
ELCO Management
New York
$212K +$206K +1,700 New
RGNCM
2245
R.G. Niederhoffer Capital Management
New York
$212K +$206K +1,700 New
MCMT
2246
Moon Capital Management (Tennessee)
Tennessee
$209K
DA
2247
DSC Advisors
Illinois
$209K -$31.2K -258 -13%
LFG
2248
Larson Financial Group
Missouri
$209K +$24.5K +203 +14%
SAM
2249
Sequent Asset Management
Texas
$208K
WIP
2250
Wellesley Investment Partners
Massachusetts
$207K -$78.7K -651 -28%

CVX Hedge Fund Activity: Q2 2019 in Review

2,394 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2019, worth a combined $158B — up 0.91% from $156B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CVX positions and 84 closed out — a net gain of 30 holders — while 1,119 added to existing stakes and 909 trimmed.

The largest buyer was Nuveen, adding an estimated $1.72B. The largest seller was Fidelity Investments, cutting an estimated $826M.

  • 2,394 institutional investors held Chevron (CVX) as of Q2 2019, down from 2,397 in Q1 2019.
  • Funds reported $158B of Chevron stock for Q2 2019, up 0.91% quarter-over-quarter.
  • 114 funds opened new Chevron positions in Q2 2019 and 84 closed out, a net change of +30 holders.
  • The largest Chevron buyer in Q2 2019 was Nuveen, an estimated $1.72B added.
  • The largest Chevron seller in Q2 2019 was Fidelity Investments, an estimated $826M sold.

Based on aggregated 13F filings for Q2 2019.